[Early Access] Introducing Connected Pipelines for seamless transition of information between Pipelines
Hello Everyone! Recently we've rolled out early access for Team Pipelines - Bigin's next major leap to transform and unify customer operations for small businesses. One constant feedback we've received from our early adopters is that once a record reaches
Discount on bills during payment process
Hi, we do apply discount rates (that we agreed with our partners beforehand) whenever we pay in a certain delay. Example: 10.000 euros bill (vat included). And when we execute the payment order throught our bank system, if this is done in less then 10
EMAIL RECEIPT FAILURE
Good day, Sometime in november, i registered on Zohomail, i was able to configure my domain "vigoplace..com" with Zoho. Before then i already had an email admin.place@vigoplace.com. After my Zoho subscription expired. i noticed a few of the emails i created
Receiving emails
I have set up a free account with one email address. I followed the TXT set up instructions and validated the link to my domain name. I can send emails from my soho email address but when I try to email the account all my emails ping back. Have I missed
Invitation not being sent error
Looking at the attached screenshot, the part inside the purple border is taken from Zoho CRM after a booking has been made via Zoho Bookings - it suggests the invitation hasn't been sent. However, the main part of the screenshot is the email received
Configuring zoho spf dns record to work with records for github pages website
My team has a website hosted with GitHub pages and we have configured both A records for the apex domain and a CNAME record for the www subdomain although by having a CNAME record the TXT spf record for zoho mail does not work. My question is how can
Extension pointers - Simple yet significant pointers #10: Publishing
Publishing an extension An extension can be created for an internal organizational purpose or to meet a common business need. In either case, an extension can only be made available to users after it has been published. Types of extension publishing Private:
Email alias already exists - error
Hi, I've been getting the captioned error when trying to add a 'hello' alias for my email. I'm migrating my emails over to Zoho and that Alias is the only one I'm having an issue with. Not sure why I'm getting that error, and I've already deleted that
Custom Function To Fetch Product Custom Field From Invoice Product Details Subform
Hello, I am trying to fetch a custom field from a product and bring it into the corresponding line item in the Product Details subform of an invoice. The product field which I am after has the API name Set_cost while the custom field in the Product Details
How to pass bank entry for TDS on commission or brokerage ?
Hi, team please guide me on how to pass bank entry for TDS on commission or brokerage in Zoho books. TDS on contract and other options show but commission or brokerage
Zoho Flow error [WordPress.org says "null"][[LearnDash says "null"]]
I'm trying to connect Zoho Flow with Wordpress and LearnDash, but it shows "null" as error. - self-hosted wordpress - tried deactivating all plugins - tried removing basic auth
Stripe, how to import historical statements?
The help file states to 'simply' import stripe statements from the past after successful integration between Zoho and stripe. In Banking account overview stripe is present but when I go to Banking and click on import statement I can only choose my regular
How to show data against a reference in my reports
Greetings I need a way to show data in my reports measured against a reference, for example i have a table of meetings where i need to report employees' attendance on each meeting, the problem is that analytics report shows only the meetings that the
Mandatory Fields
I was wondering if anyone could help me. I have a few forms on our site that use the Zoho CRM and I love everything about the CRM except I can't seem to figure out how to do mandatory fields. We are getting some submissions that are not complete (Like
Facebook Group Integration
When I invite someone to join our Facebook Group, I would like to follow up with them if they have not done it. I imagine I would need some way for Facebook to notify me upon successfully joining so that I can update their Zoho CRM profile. Is there a way to do that?
How can we send an email template as an attachment from Zoho CRM without using any other Zoho products?
I designed an email template for a custom module. Now I want to send that email template to the user as an attachment with the click of a button, without having to use Zoho Workdrive or Docs.
Dashboards not exporting correctly
When exporting a dashboard, the widgets do not export correctly. The sizing of the font is not correct, and the spacing. Is anyone else having this issue?
Shopify zoho There is 1 error Name must be unique for non MX records
Can you help, i cant switch to zoho in Shopify for emails.
Zoho CRMにおける取引先重複防止機能と統合機能の追加
Zoho CRMで気がついたら取引先が重複していました。そのため重複取引先の登録を予防する防止策がほしいです。 また重複している取引先を2つ選択し「処理」を選択しても、選択しが下記の2つしかありません。 1. 差し込み文章 2. 削除 ユーザビリティや他のZohoプロダクト仕様を踏まえると、取引先の統合機能がないと非常に使い勝手が悪いです。 仕事を補助するCRMが仕事の時間を奪ってしまうのは残念なので、よりシンプルに分かりやすい設計をお願いいたします。
Problem with date imports
I have reports scheduled to import into Zoho from Access. I am continuing to have issues with the dates getting imported incorrectly because it appears upon import Zoho is changing the date format. Date format should be mm/dd/yyyy based on my account
Parent - Child Records With Aggregate Formula on Children
Hello, I am having an issue with formulas and showing correct data at the Parent Level. In a simple form, we currently have four tables in a structure whereas we have: Parent Record - one to many - Children Records Child Record - one to many - Detail
Cancel Subscription
Hi Zoho team, Can you please confirm if I have managed to cancel my subscritpion (which ends on 04.1.2023.)? Waiting for your replay, Orhan
This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
Hello Team, I've been trying to add a new email account to my other domain and get this error "This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details" The domain is @beautybychloeluna.com Please help resolve
Zoho Code
Hello im using shopify and when i want to add a email hosting as zoho it wants a zoho code how do i get that?
How to resend Cancelled Event email
Hi, Is there a way to send the Mail sent when an event has been cancelled. I couldn't find a way to do it. It might be hidden somewhere in the interface, but couldn't figured how. (I need to resend it as it seems some participant didn't received it, not
Auto Closure of tickets using time based action with regards to organization business hours
Hello, I am currently configuring our zoho desk to be able to close tickets when a ticket was already on hold for 7 days. Our Business hours is set to monday - fridays 9am to 6pm So far, what i was able to do was i created a time based action on rules
Contacts not syncing properly from CRM to DESK
Hi Guys! I'm currently experiencing an issue with our Syncing between Zoho CRM and Desk, specifically regarding the Contacts from CRM into Desk following up I'll try to explain the issue as clear as possible in order to reflect my real issue. 1.- We have
Viewing possible resources that can be allocated to a task in projects using skills and skillsets.
There is a link between Zoho People - Performance - Skills and Skillsets and Zoho Projects - Users. In the user page of Zoho Projects the skillset of a user appears in his User Page. Is it possible to use this information further in the planning proces in an automatic way? ex. I have a task and that task needs a skillset. It will be usefull tot restrict the available resources to the people that have that specific skillset.
Changing transition order in Blueprint
Hi all, I'm about to deploy a new deal blueprint in production and my sales guys are asking me if there's a way of changing the transition order as they see it on the deal:
Can I add Participants to a Meeting using Custom Functions
Hello! I am trying to automate participants in a meeting record using a custom function. I have a field on the meeting record that would populate the Contact IDs of attendees separated by a comma, is there a way to take those ID's and add them as participants
StatusIQ
I trying to create a new page StatusIQ but the system show an alert: You can add up to 3 status pages. Purchase Status Page add-ons to add more status pages. Dismiss I bought 1 "250 Supplement Subscribers" but not resolved. I have 3 status pages in
Spotlight series #12: Avoid content errors with Show's writing tools!
Hello everyone! The features in the spotlight this month are Show's writing tools: Spell Check and Find and Replace. Spell Check Making grammatical mistakes while drafting content is something we all do from time to time. While content errors are unavoidable,
Customer Newsletter - January 2023
Hello Everyone! Wishing you all a very happy new year! We are thrilled to announce our customer newsletter for January 2023! Check out the January newsletter to know all about our newest features, upcoming features, blogs, product tips, webinars, and
Zoho Assist Windows 11 - Blank screen of death
I am having constant problems with Zoho assist not loading... it shows a loading message then white screen of death! Of course I've tried to reload, re-install, come off VPN etc... Nothing makes a difference it's dead. This is now becoming a serious problem
Send email with HTML page as PDF attachment
I am creating quotes and invoices etc. as HTML pages in PDF format with no problem. I can see that HTML pages in PDF format can be attached to email in Schedules. Has anyone created a general purpose solution to using the Schedule email facility to send emails with attachments on demand?
Advanced Search Feature has been implemented in Zoho Mail Android App
Hello All, In the latest version of the Zoho Mail Android app (v2.5.1), searching mails is now made easier with more than 35 keywords to filter along with the ability to save a search and to rename/delete a saved search. You can update the app to the
How do you add tags to Contacts depending on the stage their Deal is.
We're looking to add tags corresponding to the contact associated with the deal based on which stage they are at in the process. For example, say we have 5 contacts in Stage 3 in Deals, once that Deal hits stage 3, then all the associated contacts within
Set a Time limit to fiiling a form
Hi Please help. I am using Zoho forms to have clients fill out forms that need to be timed. as in each form should be 'open' for about 10-15 minutes because of the nature of the form. Is this possible? If so. is it possible to have the first part of the form with instructions on a separate page. then once the client is ready to fill out the form the timer starts. Thanks in advance. PS: I have used zoho forms before, so not completely new to it. just need to know the time aspect.
Color Coding
I am making an application that my company is going to use for scheduling construction jobs. We have one form that the output is placed in calender view. We would like to show each job on the calender and have it color coded occuring to the team that is working on it. Also on calender I need the entry to show on every day between my start date and end date automatically. Is it possible?
Is there a way we could customise our learner experience when loggin in to Learn?
We intend to use Learn to deliver courses to our clients. The current state of the register is: - We invite a new user - They authorise Zoho to create an account for them to access our hub - They land in 'My Learning' instead of 'Explore' As far as we
Next Page